Stifel Financial
XLRE icon

Stifel Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Stifel Financial’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1M Sell
344,679
-28,312
-8% -$1.19M 0.01% 783
2025
Q4 		$15.1M Buy
372,991
+13,019
+4% +$536K 0.01% 762
2025
Q3 		$15.2M Buy
359,972
+37,437
+12% +$1.57M 0.01% 747
2025
Q2 		$13.4M Buy
322,535
+13,426
+4% +$551K 0.01% 769
2025
Q1 		$12.9M Buy
309,109
+3,108
+1% +$129K 0.01% 744
2024
Q4 		$12.4M Sell
306,001
-75,222
-20% -$3.25M 0.01% 773
2024
Q3 		$17M Buy
381,223
+106,623
+39% +$4.49M 0.02% 641
2024
Q2 		$10.5M Sell
274,600
-92,970
-25% -$3.5M 0.01% 794
2024
Q1 		$14.5M Buy
367,570
+60,676
+20% +$2.36M 0.02% 664
2023
Q4 		$12.3M Buy
306,894
+175,813
+134% +$6.31M 0.02% 699
2023
Q3 		$4.47M Sell
131,081
-2,376
-2% -$87.9K 0.01% 1090
2023
Q2 		$5.03M Sell
133,457
-52,889
-28% -$1.95M 0.01% 1034
2023
Q1 		$6.97M Sell
186,346
-25,361
-12% -$974K 0.01% 835
2022
Q4 		$7.82M Buy
211,707
+69,167
+49% +$2.55M 0.01% 764
2022
Q3 		$5.13M Buy
142,540
+4,523
+3% +$189K 0.01% 940
2022
Q2 		$5.64M Sell
138,017
-84,948
-38% -$3.79M 0.01% 914
2022
Q1 		$10.8M Sell
222,965
-54,895
-20% -$2.57M 0.01% 687
2021
Q4 		$14.4M Sell
277,860
-77,988
-22% -$3.75M 0.02% 602
2021
Q3 		$15.8M Buy
355,848
+169,839
+91% +$7.89M 0.02% 548
2021
Q2 		$8.25M Buy
186,009
+102,031
+121% +$4.37M 0.01% 782
2021
Q1 		$3.32M Buy
83,978
+7,442
+10% +$280K 0.01% 1204
2020
Q4 		$2.8M Sell
76,536
-112,870
-60% -$4.09M 0.01% 1180
2020
Q3 		$6.68M Buy
189,406
+94,584
+100% +$3.37M 0.01% 669
2020
Q2 		$3.3M Buy
94,822
+25,951
+38% +$877K 0.01% 915
2020
Q1 		$2.13M Buy
68,871
+29,828
+76% +$1.11M 0.01% 1015
2019
Q4 		$1.52M Buy
39,043
+1,585
+4% +$61.3K ﹤0.01% 1533
2019
Q3 		$1.49M Buy
37,458
+7,840
+26% +$301K ﹤0.01% 1502
2019
Q2 		$1.08M Buy
29,618
+13,872
+88% +$507K ﹤0.01% 1750
2019
Q1 		$567K Sell
15,746
-1,104
-7% -$37.7K ﹤0.01% 1992
2018
Q4 		$521K Buy
16,850
+3,774
+29% +$122K ﹤0.01% 1921
2018
Q3 		$420K Buy
13,076
+1,458
+13% +$48.4K ﹤0.01% 2176
2018
Q2 		$373K Buy
11,618
+2,266
+24% +$70.9K ﹤0.01% 2171
2018
Q1 		$285K Sell
9,352
-12,952
-58% -$402K ﹤0.01% 2280
2017
Q4 		$727K Sell
22,304
-546
-2% -$18K ﹤0.01% 1713
2017
Q3 		$732K Sell
22,850
-24,858
-52% -$807K ﹤0.01% 1662
2017
Q2 		$1.52M Sell
47,708
-1,402
-3% -$44.9K 0.01% 1233
2017
Q1 		$1.53M Sell
49,110
-10,747
-18% -$335K 0.01% 1209
2016
Q4 		$1.83M Buy
59,857
+6,043
+11% +$185K 0.01% 1074
2016
Q3 		$1.77M Buy
+53,814
New +$1.81M 0.01% 1051

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial's XLRE Position: Q1 2026 in Review

Stifel Financial reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.6% in Q1 2026, selling an estimated $1.19M and leaving 344,679 shares worth $14.1M. The position accounts for 0.01% of the portfolio, ranked #783.

Stifel Financial first reported a position in XLRE in Q3 2016 and has held it in 39 quarters since. The position peaked at $17M in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Stifel Financial held 344,679 shares of State Street Real Estate Select Sector SPDR ETF worth $14.1M as of Q1 2026.
  • Stifel Financial sold 28,312 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.19M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #783 holding.
  • Stifel Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 39 quarters since.
  • Stifel Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $17M in Q3 2024.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.